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Jack @YoniJMel

Over-Leverage was the theme of the year, but how much leverage remain in the system this year? Despite major blow-ups from incumbents like FTX, $BTC liquidations were down significantly in 2H'22 (26bn vs 12bn), suggesting that the majority of leverage has been washed out.

RYAN SΞAN ADAMS - rsa.eth 🏴🦇🔊 @RyanSAdams

Has crypto bottomed?

Cameron Winklevoss @cameron

Earn Update: An Open Letter to the Board of @DCGco

Watcher.Guru @WatcherGuru

JUST IN: 🇺🇸 US government officially seizes SBF's $455 million Robinhood $HOOD shares.

Conor @jconorgrogan

$5B? 🤷‍♂️ I went through every wallet I can find that the FTX estate owns. Biggest positions: •$700M+ of $SOL (Most locked, so not sure why they would count it) •$575M of FTT •$371M of MAPS •$127M OXY •$90M WBTC •$82M BONA •~$500M in other random SPL tokens

nic (legacy blue check) carter @nic__carter

@CGasparino @SBF_FTX The ol legal system DOS attack

SBF’s Substack

FTX Pre-Mortem Overview

Summary In mid November, FTX International became effectively insolvent. The FTX saga, at the end of the day, is somewhere between that of Voyager and Celsius. Three things combined together to cause the implosion: a) Over the course of 2021, Alameda’s balance sheet grew to roughly $100b of Net Asset Value, $8b of net borrowing (leverage), and $7b of liqu…

23 days ago · 159 likes · SBF

Westie 🟪 @WestieCapital

The flippening no one is talking about 👀 Optimism overtakes Arbitrum for Daily Active Addresses and Transactions per day. Very interesting

OpenSea @opensea

We’re excited to now support Arbitrum Nova! @arbitrum's chain dedicated to social and gaming!🎮 We’re also strengthening Nova’s ecosystem by joining the Data Availability Committee (DAC) to provide access to on-chain data and help ensure data accuracy 🤝

DavidHoffman.bedrock 🏴🦇🔊🏴 @TrustlessState

The L2 bull market

jasperthefriendlyghost.eth | jasper.lens @Jasper_ETH

ETH finally breaks resistance right as @Rocket_Pool announces the new oDAO member being proposed. None other than @coinbase through their venture arm 🤯🤯 The oDAO is a trusted group that allows @Rocket_Pool to remain a permissionless system. discord.com/channels/40515…

✨ PleasrDAO @PleasrDAO

Tomorrow at 3 pm ET we get to ask @Snowden and @DanielEllsberg *anything* we want on the first episode of PleasrHouse. We’re taking questions for the show. Ask below, maybe you’ll get on a watchlist 👇

Rolling Stone @RollingStone

Our Rolling Stone Web3 Exclusive is now available for auction, with 100% net proceeds from the sale of this 1/1 Rolling Stone cover recreation, benefiting women's reproductive rights. Head over to Coinbase marketplace to join the auction: nft.coinbase.com/drops/RS-Matri…

Vance Spencer @pythianism

LL/UTA deal is great But the bigger vision is to create IP with open licensing APIs where anyone can use the IP for anything i.e. UTA goes out of business and LL stops calling shots The blockchain unlock will be moving IP licensing from scarcity to abundance mindset Few

Dylan Field @zoink

Feels like two paths are emerging in NFT space. (1) Build a universe but hold onto IP. Ex: @larvalabs deal with UTA (https://t.co/OxOq106hiK) (2) Form a community to build a universe. Give all the IP away. See what happens. Ex: @lootproject Personally like approach #2 better!

Nifty's @Niftys

Announcing Game of Thrones: @BuildYourRealm, a digital collectible experience inspired by one of the most immersive worlds in TV history, created in collaboration with @WarnerBrosNFT, @GameOfThrones, @daz3d, and @HBO. Coming soon... go.niftys.com/WinterIsComing

John Paul Koning @jp_koning

Circle's most recent attestation report shows 30% of USDC's reserves – or $12.79 billion – are invested in its government money market fund, the Circle Reserve Fund, managed by BlackRock. This is up from 0% in October. centre.io/hubfs/USDC%202…

Ben Hunt @EpsilonTheory

CEO Zac Prince cashed out ~$9.3 million from his BlockFi account (about 70%) in early April, 2022. He cashed out another ~$850k in mid-August, 2022, after the FTX "bailout". And yes, I'm accounting for market declines.

CoinDesk @CoinDesk

SCOOP: The U.S. Department of Justice is investigating the two brothers behind Solana stablecoin exchange Saber, Ian and Dylan Macalinao, according to two people familiar with the matter. @realDannyNelson reports

trib.alJustice Department Probing Saber Labs Founders Over Solana-Based Projects: SourcesThe investigation follows a CoinDesk exposé that showed Ian and Dylan Macalinao used a web of 11 pseudonymous identities to build an ecosystem of interlocking financial products around Saber.

Chris Burniske @cburniske

If I had to guess, this rally has legs. People were so downcast near the bottom that lots are probably poorly positioned, and may end up chasing if they can’t take the FOMO. Doesn’t mean we don’t get a retest later, but a hated rally for a time makes most sense here. https://t.co/iwnTC81PAo

DCinvestor.eth ⌐◨-◨ @iamDCinvestor

i would prefer it if no one trusted this rally…

DavidHoffman.bedrock 🏴🦇🔊🏴 @TrustlessState

We just recorded one of the better @BanklessHQ episodes we've ever done 'Sign in with Ethereum' w/ @wycdd Google, Facebook, Apple are just Banks for our Web2 identity. First, we take back our money Then, we take back our identity

0xGhost 👻 - 🦇🔊 @0xGhost_

@TrustlessState

Vertical Dream @vertical_dream

gm. To all the crazy dreamers fighting to keep this market alive…

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